See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,843 | $73,867+29.8% | $143,757-33.3% | $68,494+39.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.59% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $7,138 | $3,184+124.2% | $4,951+44.2% | $2,596+174.9% |
| Participant deferral / active EE | $4,031 | $3,384+19.1% | $5,637-28.5% | $4,027+0.1% |
| Admin fee / account holder | $854 | $5,755-85.2% | $14,673-94.2% | $5,403-84.2% |